NYSE$ESI

Element Solutions Inc · Q2 2024 earnings

Q2 2024 earnings · · Investor relations

Briefing

Element Solutions reported an exceptional second quarter, propelled by strong demand for high-performance computing applications, data centers and semiconductor fabrication, and favorable mix combined with raw material price declines, driving substantial margin expansion.

Element Solutions Inc announced its second quarter financial results with net sales of $613 million, a 5% increase. Net income increased by 213% to $93 million, and adjusted EBITDA rose by 16% to $135 million.

  • Net sales increased by 5% on a reported basis and 4% on an organic basis.
  • Net income increased by 213% on a reported basis.
  • Adjusted EBITDA increased by 16% on a reported basis and 21% on a constant currency basis.
  • Free cash flow for the quarter was $52 million.

Headline financials

Total Revenue

$613M

Previous: $586M+4.5%
EPS (adj)

$0.36

Previous: $0.31+16.1%
Capital Expenditures

-$33.5M

Previous: -$22.9M-46.3%
Free Cash Flow

$59.7M

Previous: $7M+752.9%
Net Income

$93.2M

Previous: $29.9M+211.7%
Operating Income

$96.2M

Previous: $52.6M+82.9%
Gross Profit

$267M

Previous: $229M+16.9%
Cash & Equivalents

$309M

Previous: $282M+9.5%
Total Assets

$4.98B

Previous: $5.06B-1.6%
R&D Expense

$15.6M

No prior period
Stock-Based Comp

$3.6M

Previous: $3.3M+9.1%

Revenue & EPS history

Element Solutions · Revenue · Quarterly

$613M

Q2 2024+4.5%vs Q2 2023
Beat estimate in 9 of 15 quarters(60%)
ActualEstimate

Revenue by segment

Element Solutions · $599M total across 2 segments · Q3 2023

  • Electronics
    $367M-5.4%
  • Specialties
    $232M+0.6%

Forward guidance

The company increased its full year 2024 adjusted EBITDA expectation to an updated range of $530 million to $545 million and expects its full year 2024 free cash flow to be in the range of $280 million to $300 million.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q2 2024

Historical avgQ2 2024

+0.1%

Avg return

Earnings day

+1.7%

Avg return

5 days after

+1.3%

Avg return

30 days after

52%

26 / 50 earnings

Positive

+14.9%

Q3 2016

Best reaction

-9.9%

Q2 2015

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-0.5%+10.3%+9.4%
Q4 2025+4.2%+11.9%-3.9%
Q3 2025+0.7%+3.4%-1.1%
Q1 2025+7.2%+5.3%+11.3%
Q4 2024+4.4%-0.5%-4.4%
Q3 2024+2.7%+0.9%+5.6%
Q2 2024-3.1%-6.6%-2.6%
Q1 2024-3.0%-0.1%-0.4%
Q4 2023-3.6%-2.0%+3.2%
Q3 2023-0.3%-0.8%+12.3%
Q2 2023+3.6%+5.4%+1.6%
Q1 2023+1.7%+4.5%+6.0%
Q4 2022+1.1%+2.0%-8.8%
Q3 2022-1.2%-2.7%+10.0%
Q2 2022+2.4%+4.9%+1.6%
Q1 2022+5.4%+1.9%+5.3%
Q4 2021-1.4%+4.4%-6.2%
Q3 2021+0.4%+0.9%+6.7%
Q2 2021+0.6%+0.9%+0.7%
Q1 2021+4.4%+6.6%+13.8%
Q4 2020-3.4%+5.1%+4.0%
Q3 2020-6.9%-4.2%+14.0%
Q2 2020-2.4%-0.6%-4.9%
Q1 2020+1.1%+3.1%+10.2%
Q4 2019-3.0%+0.5%-24.8%
Q3 2019+2.2%+3.3%-3.4%
Q2 2019+1.3%+1.3%+0.1%
Q1 2019+3.4%+2.9%-12.9%
Q4 2018-4.6%-2.9%-14.7%
Q3 2018+1.0%+1.7%+8.8%
Q2 2018+0.7%+1.8%+9.0%
Q1 2018+1.0%+1.9%+17.7%
Q4 2017-1.2%+2.7%-8.9%
Q3 2017-2.0%-1.6%-9.5%
Q2 2017-7.4%-9.3%-16.2%
Q1 2017-2.3%-2.0%-7.5%
Q4 2016+1.3%-0.2%-1.5%
Q3 2016+14.9%+18.9%+28.4%
Q2 2016-2.8%-5.5%+1.2%
Q1 2016+8.9%
Q4 2015-1.3%
Q3 2015-6.6%
Q2 2015-9.9%
Q1 2015-5.8%
Q4 2014-3.5%
Q3 2014+1.5%
Q2 2014+4.4%
Q1 2014+3.6%
Q4 2013-0.4%
Q3 2013-2.1%
Q2 2013
Q1 2013
Q4 2012
Q3 2012

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